Plan5500

Lowell B Davis Dds Ms Profit Sharing Plan And Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lowell B Davis Dds Ms Profit Sharing Plan And Trust (EIN 94-2398452) is a plan sponsor located in Oakland, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2398452
Location
Oakland, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lowell B Davis Dds Ms Profit Sharing Plan And Trust

  • 1 loaded plans hold $310.3K in reported assets.
  • The largest, Lowell B Davis Dds Ms Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$300.7KSummed across loaded plans$300,734
Total reported assets$310.3K$310,271
Total reported participants1
Total reported liabilities$9.5K$9,537

Reported net position

Reported assets = net assets + liabilities (summed)$310.3K total assets
Net assets$300.7KLiabilities$9.5K
Contributions & income
Total income / additions$40.5K
Expenses & distributions
Benefits paid / distributions$14K
Total expenses$23.5K
Net increase / (decrease)$17K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lowell B Davis Dds Ms Profit Sharing Plan And Trust
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lowell B Davis Dds Ms Profit Sharing Plan And Trust$310.3K
    Plan #003 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lowell B Davis Dds Ms Profit Sharing Plan And Trust. Open one for its full reported snapshot.

  1. 2023
    Lowell B Davis Dds Ms Profit Sharing Plan And Trust1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lowell B Davis Dds Ms Profit Sharing Plan And Trust report on Form 5500?
Lowell B Davis Dds Ms Profit Sharing Plan And Trust (EIN 94-2398452) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lowell B Davis Dds Ms Profit Sharing Plan And Trust?
The Employer Identification Number (EIN) reported for Lowell B Davis Dds Ms Profit Sharing Plan And Trust is 94-2398452.
What is the latest Form 5500 filing year for Lowell B Davis Dds Ms Profit Sharing Plan And Trust?
The latest loaded Form 5500 filing year for Lowell B Davis Dds Ms Profit Sharing Plan And Trust is 2023.

Related Form 5500 pages